Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan U.S. Equity R2 Pooled separate account in their Schedule of Assets, totaling $98K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAPIA BROTHERS TAPIA BROTHERS 401K | MAYWOOD CA | 322 | $4.9M | $98K |
